How do I assign a group for the team member?
210 views |Last modified 9/9/2024 5:59:37 AM EST | Added by TaxBandits Team
To assign groups for the team members, follow the instructions:
1. Sign in to your TaxBandits account. Navigate to the ‘BanditCollab’ settings from the 9-dot menu.
2. On the BanditCollab page, select the 'Assign Group' under the 'Assigned Group' column for the team member.
3. Select the 'Group Name' you want to assign your team member and click 'Assign New Group'.
The group name will be successfully assigned to the team member.
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